financial modeling on microsoft office datapartner software

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Financial Modeling on Microsoft Office Datapartner Software

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Page 1: Financial Modeling on Microsoft Office Datapartner Software

Financial Modeling on Microsoft Office

Datapartner Software

Page 2: Financial Modeling on Microsoft Office Datapartner Software

Datapartner Oy - established in 1987 in Finland Focus on niche market:

Leading provider of software for capital budgeting 700 customers from nearly all industries, 31 countries International company: over 50% revenue is generated abroad Over 20 Business Partners, Profitable, Growing Main software product:

Solutions for Microsoft Office & SharePoint Microsoft Certified Partner

Datapartner’s software is used on 5 continents

Company

Page 3: Financial Modeling on Microsoft Office Datapartner Software

Electricity and heating10%

Other business activities8%

Pulp, paper and paper products8%

Chemicals6%

Metals and metal products6%

Food and beverages5%

Machinery and equipment5%

Public administration5%

Wholesale and retail trade4%

Other manufacturing4%

Electrical machinery and components

4%

Transport and logistics4%

Real estate activities3%

Oil and gas3%

Banking, insurance and finance3%

Publishing, printing and other media

3%

Education2%

Renting of machinery and equipment

2%

Rubber and Plastic products2%

Construction1%

Post and telecommunications1% Mining and quarrying

1%

Wood and wood products1%

Other5%

Segmentation by number of reference companies

Customers by industry

Page 4: Financial Modeling on Microsoft Office Datapartner Software

FOREST & PAPER

AUTOMOTIVE POWER & HEAT CHEMICAL & PHARMA

METAL OTHER

OIL & GAS

FOOD & BEVERAGE

700 Customers, 31 countries

+ 50 more

Customers

Page 5: Financial Modeling on Microsoft Office Datapartner Software

Invest for Excel helps us analyze investment proposals and prepare investment presentations. It also ensures, that all needed information is included.

Vice President – Corporate Business Development, Outokumpu Oyj

Now, we controllers can focus on the presumptions and results of the calculations, we don't need to worry about the correctness and form. It saves us a lot of time and money.

Controller, Stora Enso

Invest for Excel saves time compared to the previous complex Excel constructions. The calculations are more reliable now. This has increased confidence in our calculations.

Development Manager, Fortum Heat

Read more:http://www.datapartner.fi/en/customers/customer-stories

When the same model is used corporation-wide, discussions regarding principle assumptions or impenetrable jungle of rules can be avoided. Finance Director, Myllykoski Paper Oy

Most energy companies and their marketing managers could draw great benefit from Invest for Excel, especially if their task is to provide profitability calculations for their customers.

Manager of Customer Projects and Investment, Lunds Energi

Testimonials

Page 6: Financial Modeling on Microsoft Office Datapartner Software

” Invest for Excel has taken away a huge problem. It used to be a headache! Now we have a standardized process to do the impairment testing of more than 6500 stores. It’s a no brainer!Now the solution couldn’t be simpler and more responsive. It’s not overwhelming, I just love it, and it is Excel –based. I understand what is happening when it is used, and it is very comfortable to use.

We have to test the value of the assets (stores) every month. We had a custom built spreadsheet. Nobody knew the rules in the spreadsheet and we had no idea how to maintain the spreadsheet. The implementation of Invest for Excel took 1 week. The time spent on pro-forma valuation came down from 20 hours to 2 hours and now we can guarantee compliance. ”

Accounting Manager, Family Dollar Stores, Inc

Read more:http://www.datapartner.fi/en/customers/customer-stories

Testimonials

Page 7: Financial Modeling on Microsoft Office Datapartner Software

Our software solution facilitates:

DCF (Discounted Cash Flow) Modeling Creation and usage of templates Sensitivity Analyses Tools for comparing alternative solutions Profitability overview Detailed cash flow calculations Cost of capital calculations Compliance with corporate internal

guidelines and external regulations

Using Invest for Excel you can quickly create an investment

model, perform profitability analysis and select the most

effective investment alternative.

Datapartner delivers software in the areas of corporate finance and controlling that:

Creates basis for strategic decisions regarding capital investments

Establishes best practices of investment modeling as standard in the organisation and creates investment decision process

Facilitates flexible financial analysis in capital budgeting, valuation and financing

Invest for Excel® Software

Page 8: Financial Modeling on Microsoft Office Datapartner Software

Invest for Excel functionality:

Capital Budgeting Business planning

Cash flow modelingof projects

Impairment testing

ValuationMergers & Acquisitions

Cost-benefit analysesLife cycle costing

Financing Post audit calculation Product calculations

Application areas

Page 9: Financial Modeling on Microsoft Office Datapartner Software

Create investment model

Perform profitability analysis

Timeframe

Discounting rate / WACC

Investment & business model cash flows

Sensitivity analysis

Return on investment

Break-even

Comparison tables

Consolidation & Marginal effect

Selectthe best investment alternative

Reports

Investment proposal

Financing plan

FCFE & FCFF calculation

Profitability analysis

The tool that brings transparency, facilitates and standardizes capital budgeting.

Invest for Excel® Software

Page 10: Financial Modeling on Microsoft Office Datapartner Software

Non-standardized in-house calculations

Time consuming Uncertainty about the correctness Bad comparability of calculations Little or no transparency Many persons involved, but only a

few that know how to do it Poor quality Low level of Know-How Undeveloped planning & follow up

Invest for Excel ®

Provides standardised calculations, Saves time of key-personnel Transparent calculations Comparable results Easy user interface & well tested

formulas gives assurance Best practise of >20 years international

experience incorporated Assures best return on company assets Flexibility to model any type of business International Accounting Standards Plus the flexibility of MS Excel

How to decentralizeplanning and streamline thewhole investment process?

Your challenge Our solution

Value preposition

Page 11: Financial Modeling on Microsoft Office Datapartner Software

Finally a solution that..

Integrates technical calculations with financial projections for better simulations.

Combines engineering and economics.

i4E

Financial projections

Technical calculations

Page 12: Financial Modeling on Microsoft Office Datapartner Software

Invest for Excel implementation:

Fast and easy installation. Network/ workstation. Efficient use after just 1-2 days of training. The whole implementation in just one week - to a very competetive price.

System requirements 100 Mb of free disk space Pentium III processor 512 Mb RAM recommended Microsoft Excel 2000, 2002, 2003 or 2007

Implementation

Page 13: Financial Modeling on Microsoft Office Datapartner Software

Lite Edition

Pro Edition

Enterprise Edition

Standard Edition

Polish, Spanish, Russian

Software Editions

Page 14: Financial Modeling on Microsoft Office Datapartner Software

Invest for Excel licences

Total price per licenses, EUR Enterprise Pro

1 license…………………… 3,900 2,050 5 licenses …………………… 13,250 7,700 10 licenses …………………….. 23,500 14,000

Annual fee 20% of list price entitles to training, support and updates

Prices

Software edition

Page 15: Financial Modeling on Microsoft Office Datapartner Software

For more information visit:

www.InvestForExcel.comDatapartner OyRaatihuoneenkatu 806100 Porvoo, FINLAND

Tel. +358 19 54 10 100Fax + 358 19 54 10 111

[email protected]

Contact

Verkauf&Support SchweizShakeHands Software LtdSägerei Kröschenbrunnen3555 Trubschachen, SCHWEIZTel. +41 (0)878 87 47 77Fax +41 (0)34 495 70 25

[email protected]